Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CASSADY SCHILLER WEALTH MANAGEMENT LLC | 05-13-2024 | 03-31-2024 | 499 | 224,001,790 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD WORLD FD | CONSUM STP ETF | 951 | $2,858 | 14 | 0.00 | 14 | +Inf | 03-31-2024 | |
| SHELL PLC | SPON ADS | 952 | $2,816 | 42 | 0.00 | 42 | +Inf | 03-31-2024 | |
| BEAM THERAPEUTICS INC | COM | 953 | $2,775 | 84 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| Sch US Tips Etf | ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
